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联邦认证:对你意味着什么

The Department of Education selects certain FAFSAs for a process called 联邦验证.  当这种情况发生时, the Financial Aid Office is required to review additional information for that student before disbursing financial aid.  

The documents required to satisfy verification can be different for each student, so be sure to review the missing information by logging into your MyUpstate account.  You will also receive an email notification letting you know what is required.

常用文件

虽然每个学生可能有不同的文件要求, 以下是最常用的文件清单. 

教育目的陈述书

This form must be completed either in person with financial aid staff or in the presence of a notary.  请务必携带政府签发的带照片的身份证件.

Tax Information

Dependent students must submit copies of signed tax returns for themselves, if they filed, 和他们的父母.  独立的学生 must submit taxes for themselves and their spouse, if applicable.  Taxes should include all of the tax schedules and copies of the W-2(s) for the tax year. 

如果你没有,也没有被要求提交纳税申报表, 您需要提供相关文档.  Dependent students indicate their nonfiler status on the verification worksheet.  独立的学生, their spouses, and parents of dependent students must  provide a verification of nonfiling letter from the IRS.

验证工作表

Students will supply information about household size and tax filing status on this worksheet.  受抚养学生需要家长在表格上签名.

常见问题

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I need to complete a 教育目的陈述书, what should I do?

教育目的陈述书必须亲自填写.  请务必携带政府签发的带照片的身份证件 with you.  You can 安排约会 通过上面的链接与我们的办公室联系.

I am unable to come in person to complete the 教育目的陈述书, what should I do?

If you can't come in person to campus, then you must take a BLANK copy of the form to a notary.  Show the notary your original government issued photo identification to prove that you are who you say you are.  然后你必须在公证人面前填写表格.  After you have completed the form, the notary must notarize it and put their seal on it.  Make a copy of the government identification you presented to the notary and send the ORIGINAL notarized form and identification copy to our office by mail.  Remember, we must have the notary stamped original form sent to our office, 它不能被扫描或原件的副本.

 

我们的通讯地址是:

招生和经济援助办公室

韦斯科滕大厅1213室

766 Irving Ave

锡拉丘兹,纽约州13210

我如何要求核实不申报?

你可以索取一份纳税申报表的副本, 叫做纳税申报单, 直接从国税局网上或邮寄.   Visit www.IRS.gov and select 获取纳税记录.  一定要索取一份纳税申报表.  我们不接受税务账目记录.  如果你没有报税, 它将显示一个页面,上面写着一行, no record found.  这将满足不申报验证的要求.

You requested my tax returns, is there anything else I can send you instead?

The fastest and most secure way to submit your tax information to our office is by returning to the FAFSA and using the IRS Data Retrieval Tool (DRT).  The DRT will take you to the IRS website and ask for identifying information.  Make sure the address you enter in the IRS DRT matches EXACTLY what you put on your tax return for that year.  For instance, if you put your apartment number in the address line instead of the apartment number box, 请确保您在国税局网站上以相同的方式输入.  If your information matches their records, they will import your tax return into your FAFSA.  这将满足纳税申报表的要求.  

 

然而,我们仍然需要W2s的副本.

如果我没有税单副本怎么办?

你可以索取一份纳税申报表的副本, 叫做纳税申报单, 直接从国税局网上或邮寄.   Visit www.IRS.gov and select 获取纳税记录.  一定要索取一份纳税申报表.  我们不接受税务账目记录.

我想去国税局拿我的纳税申报表.但它不让我. 我该怎么办??

您也可以通过填写一份纳税申报表 IRS Form 4506-T 并直接传真或邮寄给国税局.  这种方法需要更长的时间才能收到纳税申报表, 一般需要10-15个工作日才能收到邮件.  如果你必须以这种方式申请纳税申报表, 安排咨询 with our office to let us know your documents will be delayed and we can help you fill it out properly.

为什么要我的纳税申报表,不是已经在我的税单上了吗?

There is information on the W2 form that is not part of the tax return.  The Department of Education requires that this information be verified during the federal verification process.  如果你在一个纳税年度做了不止一份工作, 请务必发送您收到的所有W2s的副本.  如果你已婚,我们需要你配偶的纳税申报表.  如果你是一个受抚养的学生,我们将需要你父母的W2s表格.

我提交了一份修改过的纳税申报表,你需要什么?

If you amended your taxes, our office will need a signed copy of the original 1040 tax return AND a signed copy of the 1040X amended tax return that you sent to the IRS.

I was a victim of IRS Tax Related Identity Theft, what documentation should I provide?

If you were the victim of IRS tax-related identity theft, you will need to do the following:

  • 请致电1-800-908-4490与国税局联系
  • 一旦你确认了报税人的身份, the IRS will mail an alternate transcript Tax Return DataBase View (TRDBV) of the tax filer's IRS income tax information
  • Provide a signed and dated written statement from the tax filer indicating they were a victim of IRS tax-related identity theft and that the IRS has been made aware of the tax-related identity theft
  • 将信函和TRDBV连同任何W2s一起提交给我们的办公室

我提交了一份非国税局的纳税申报表,你还需要我的税吗?

向关岛提交所得税申报表的税务申报人, 北马里亚纳群岛联邦, 波多黎各联邦, or the U.S. Virgin Islands may provide a signed copy of the income tax return that was filed with the relevant tax authority.  

 

如果报税人在美属萨摩亚提交了所得税申报表, 您必须提供税务帐户资料的副本.  

 

If you filed an income tax return with a different country's tax authority, you will need to provide a certified translation of that document.  If you are unable to obtain the tax account information free of charge, you must provide our office with documentation that the tax authority charges a fee to obtain that information along with a signed, translated copy of the tax return filed with the relevant tax authority.

在你要求的纳税年度,我没有结婚, 我还需要把配偶的税务资料寄给他吗

If you (or your parents) were married as of the day the FAFSA was initially submitted, 我们办公室需要您配偶的税务资料.  This is also true for parents who have remarried to a person that is not the student's other biological parent.  Please submit step-parent taxes and W2s along with the rest of the documentation.

I am worried about sending you sensitive tax documents, do I really have to?

保护好你的敏感信息是个好主意.  If you wish to redact the social security numbers or bank account information from the tax return, 这是可以接受的.  Please make sure to indicate the student's full name and ID number somewhere on the documents so we know who's file to attach them to.
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